AMD tops estimates as data center revenue jumps 57%，

 

AMD tops estimates for first quarter as data center revenue jumps 57% 

• Advanced Micro Devices reported first-quarter results that topped analysts’ estimates.
• For the second quarter, the chipmaker said it expects about $11.2 billion in revenue, beating expectations.
• AMD’s stock has more than tripled over the past year as investors bet that the artificial intelligence boom is just getting started
• 
  https://www.cnbc.com/2026/05/05/amd-q1-2026-earnings-report.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard

 

所有跟帖： 

• Beat both top and bottom lines -QQQ2074- ♂ (0 bytes) () 05/05/2026 postreply 13:24:01

• +4.46%～+5.56% now～～～ -华灜- ♀ (0 bytes) () 05/05/2026 postreply 13:25:28

• 会带动INTC，存储股票，和台积电朝上走的。 -桃花源里人家- ♂ (0 bytes) () 05/05/2026 postreply 13:41:06

• Except NVDA :))) -QQQ2074- ♂ (0 bytes) () 05/05/2026 postreply 13:46:29

• 需要耐心啊。我还是认为NVDA目前是valued stock -桃花源里人家- ♂ (0 bytes) () 05/05/2026 postreply 13:53:37

• 我准备分步把NVDA换到SOXX。也许等一下may 20 ER. 个股难在信仰不够（至少对我来说） -QQQ2074- ♂ (0 bytes) () 05/05/2026 postreply 13:57:35

• 到250的话，就是25%。 感觉SOXX会超过这个。 当然NVDA也跌不下去，感觉要成成熟股的节奏 -QQQ2074- ♂ (0 bytes) () 05/05/2026 postreply 15:20:49

• 可望上探240-270～～～ -华灜- ♀ (159 bytes) () 05/05/2026 postreply 14:28:48

• 同意。我对女大的判断也是这个范围。大概率250上下 -桃花源里人家- ♂ (0 bytes) () 05/05/2026 postreply 14:40:06